ATTIO EXPERT · INVESTMENT & ADVISORY FIRMS

Your network is the business.
I build the system that runs it.

For investment and advisory firms, I build the system - in Attio - that captures every connection, surfaces the ones others miss, and compounds them into deals.

Book a scoping session

Book a scoping session

Built and run by Will Sawney
Founding Attio Expert Partner

Over 35 successful setups built in Attio

Over 35 successful setups built in Attio

Over 35 successful setups built in Attio

Who I help

Built for firms where relationships are the business.

Investors

Investors

Private equity, growth and investment firms where deals come from relationships and conviction. I make your network, sourcing and pipeline work as one.

Advisers

Corporate finance, M&A and advisory firms running complex mandates. Every stakeholder, organisation and engagement captured - and the thread between them never lost.

Brokers

Firms orchestrating deals between many parties. Multi-sided by design, with the visibility to move fast without letting anything drop.

What you get

A firm that runs on what it knows - so the next deal is easier to find than the last.

You're not buying a CRM build. You're buying a firm that works its network harder than anyone else in the room - where no relationship goes cold by accident, the right introduction is obvious, and a partner's instinct lives in the system instead of in one person's head.

Capture

01

Surface

02

Compound

03

Capture

Every relationship, conversation, email and document in Attio, properly structured - your history in, nothing lost, the paperwork filing itself.

Surface

Set up so the connection you'd have missed comes into view - the introduction worth making, the dormant relationship worth a call, the thread between two deals nobody had joined up.

Compound

Every interaction leaves it sharper, and it stays current on its own. The more the firm holds, the more useful it gets - your network grows in value instead of leaking away.

Optimize

Ongoing training and support to ensure your automation keeps delivering results over time.

Capture

01

Surface

02

Compound

03

Capture

Every relationship, conversation, email and document in Attio, properly structured - your history in, nothing lost, the paperwork filing itself.

Surface

Set up so the connection you'd have missed comes into view - the introduction worth making, the dormant relationship worth a call, the thread between two deals nobody had joined up.

Compound

Every interaction leaves it sharper, and it stays current on its own. The more the firm holds, the more useful it gets - your network grows in value instead of leaking away.

Optimize

Ongoing training and support to ensure your automation keeps delivering results over time.

Capture

01

Surface

02

Compound

03

Capture

Every relationship, conversation, email and document in Attio, properly structured - your history in, nothing lost, the paperwork filing itself.

Surface

Set up so the connection you'd have missed comes into view - the introduction worth making, the dormant relationship worth a call, the thread between two deals nobody had joined up.

Compound

Every interaction leaves it sharper, and it stays current on its own. The more the firm holds, the more useful it gets - your network grows in value instead of leaking away.

Optimize

Ongoing training and support to ensure your automation keeps delivering results over time.

Why Attio?

The Future of CRM

Attio is the modern, AI-enabled CRM that's designed for effortless use and maximum performance - the ideal platform for your firm

Real-world examples

Achieving genuine uplift for your firm

I'm here to ensure you achieve maximum value from your CRM setup, including these practical examples:

  • Emails and meetings logged against the right people and deals, automatically.

  • NDAs and mandates tracked from sent to signed, without leaving Attio.

  • A live pipeline of opportunities and introductions, scored and current.

  • A dormant relationship surfaced before the deal needs it.

  • The firm run from your phone, because the system holds what used to live in your head.

Faster and smoother

Improve the day-to-day flow of your business with minimal effort

Intelligence upgraded

Unlock far stronger insights and opportunities for growth

How I work

Project to Partnership.

Every engagement is different, so this is a shape, not a production line: one clear engagement to design and build your system, then an ongoing partnership to keep it sharp.

Book a scoping session

Book a scoping session

Submit an enquiry

01

Design

I learn how your firm actually works, and map the system before anything is built.

01

Assessment

I learn how your firm actually works, and map the system before anything is built.

02

Build

I implement it properly in Attio - your data brought in, the stack integrated, the workflows that fit.

03

Handover

Your team gets a system they'll actually use, with the documentation to run it.

04

Evolve

Quarter by quarter, the system keeps getting sharper alongside you - where your network compounds.

Our services

How to get started

Ready to support your CRM project, whatever stage you're at

Complete setup or migration

For firms starting fresh or moving off a legacy CRM or spreadsheets. I design and build the whole system in Attio around how your firm works - data migrated and cleaned, your stack integrated, the objects, pipeline and workflows that fit.

Targeted improvements

Already on Attio and sensing it could do more? A focused engagement to fix what isn't working and add what's missing - an audit, integrations, automations, data cleanup, the workflows that should have been there from the start.

An ongoing partnership

Once it's live, I stay on - evolving the system quarter by quarter, adding capability as you grow, and being the person you turn to when something needs to change.

Our services

How to get started

Ready to support your CRM project, whatever stage you're at

Complete setup or migration

For firms starting fresh or moving off a legacy CRM or spreadsheets. I design and build the whole system in Attio around how your firm works - data migrated and cleaned, your stack integrated, the objects, pipeline and workflows that fit.

Targeted improvements

Already on Attio and sensing it could do more? A focused engagement to fix what isn't working and add what's missing - an audit, integrations, automations, data cleanup, the workflows that should have been there from the start.

An ongoing partnership

Once it's live, I stay on - evolving the system quarter by quarter, adding capability as you grow, and being the person you turn to when something needs to change.

Our services

How to get started

Ready to support your CRM project, whatever stage you're at

Complete setup or migration

For firms starting fresh or moving off a legacy CRM or spreadsheets. I design and build the whole system in Attio around how your firm works - data migrated and cleaned, your stack integrated, the objects, pipeline and workflows that fit.

Targeted improvements

Already on Attio and sensing it could do more? A focused engagement to fix what isn't working and add what's missing - an audit, integrations, automations, data cleanup, the workflows that should have been there from the start.

An ongoing partnership

Once it's live, I stay on - evolving the system quarter by quarter, adding capability as you grow, and being the person you turn to when something needs to change.

Will helped us build an AI CRM in Attio that integrates with our other systems exactly as we wanted. I know I can count on him for any future updates or improvements.

Ben Brierley

Co-Gency Corporate Finance

We set up Attio using all its capabilities, integrating two key platforms and including key workflows. Will was instrumental in enhancing our operations.

Connie Wiltshire

Tallgrass Capital

I'm Will Sawney

You work directly with me - your single point of accountability, from first call to live system. For complex automation or data work, I bring in trusted specialists when it helps, so you get senior judgement and the right hands on the job - and never have to manage a developer yourself. One person who understands this world and takes responsibility for getting it right.

35+ successful setups since 2023

Ready when you are.

Book a free 20-minute initial scoping call where we'll explore your situation and ambitions. I'll provide clear recommended next steps.

Or send a message

35+ successful setups since 2023

Ready when you are.

Book a free 20-minute initial scoping call where we'll explore your situation and ambitions. I'll provide clear recommended next steps.

Or send a message

35+ successful setups since 2023

Ready when you are.

Book a free 20-minute initial scoping call where we'll explore your situation and ambitions. I'll provide clear recommended next steps.

Or send a message

FAQ

Your questions answered.

Do I need to be on Attio already?

No. I work with firms moving off a legacy CRM or spreadsheets, and with firms already on Attio who want it set up properly. The scoping session works out which.

How much does it cost?

Every engagement is scoped to the firm, so there's no off-the-shelf price. As a guide: a focused, targeted engagement starts around £2.5k; a full build is typically from £5k; and ongoing partnership runs from £1,000-£1,500 a month. You'll have a clear number before any work begins.

How long does it take?

From a couple of weeks for a focused improvement to a few weeks for a full build, depending on scope. You'll get a realistic timeline at scoping.

How do you handle our data and confidentiality?

All work is conducted under NDA, and I handle your data in accordance with my data terms, available on request. Your relationships and deal history are the whole business - they're treated that way.

I'm not technical - is that a problem?

Not at all - that's rather the point. You never deal with a developer or wrestle the platform; I handle the build and hand your team something they can actually use.

Why Attio, and do you only build on Attio?

Attio is what I specialise in, and it's flexible enough to fit most investment and advisory firms beautifully. If it's genuinely the wrong fit for you, I'll say so at scoping rather than sell you something that won't work.

What happens once it's built?

You're not left with a system nobody owns. Most firms move into an ongoing partnership to keep it sharp as they grow - but there's no lock-in; it's yours to take and run.

FAQ

Your questions answered.

Do I need to be on Attio already?

No. I work with firms moving off a legacy CRM or spreadsheets, and with firms already on Attio who want it set up properly. The scoping session works out which.

How much does it cost?

Every engagement is scoped to the firm, so there's no off-the-shelf price. As a guide: a focused, targeted engagement starts around £2.5k; a full build is typically from £5k; and ongoing partnership runs from £1,000-£1,500 a month. You'll have a clear number before any work begins.

How long does it take?

From a couple of weeks for a focused improvement to a few weeks for a full build, depending on scope. You'll get a realistic timeline at scoping.

How do you handle our data and confidentiality?

All work is conducted under NDA, and I handle your data in accordance with my data terms, available on request. Your relationships and deal history are the whole business - they're treated that way.

I'm not technical - is that a problem?

Not at all - that's rather the point. You never deal with a developer or wrestle the platform; I handle the build and hand your team something they can actually use.

Why Attio, and do you only build on Attio?

Attio is what I specialise in, and it's flexible enough to fit most investment and advisory firms beautifully. If it's genuinely the wrong fit for you, I'll say so at scoping rather than sell you something that won't work.

What happens once it's built?

You're not left with a system nobody owns. Most firms move into an ongoing partnership to keep it sharp as they grow - but there's no lock-in; it's yours to take and run.

FAQ

Your questions answered.

Do I need to be on Attio already?

No. I work with firms moving off a legacy CRM or spreadsheets, and with firms already on Attio who want it set up properly. The scoping session works out which.

How much does it cost?

Every engagement is scoped to the firm, so there's no off-the-shelf price. As a guide: a focused, targeted engagement starts around £2.5k; a full build is typically from £5k; and ongoing partnership runs from £1,000-£1,500 a month. You'll have a clear number before any work begins.

How long does it take?

From a couple of weeks for a focused improvement to a few weeks for a full build, depending on scope. You'll get a realistic timeline at scoping.

How do you handle our data and confidentiality?

All work is conducted under NDA, and I handle your data in accordance with my data terms, available on request. Your relationships and deal history are the whole business - they're treated that way.

I'm not technical - is that a problem?

Not at all - that's rather the point. You never deal with a developer or wrestle the platform; I handle the build and hand your team something they can actually use.

Why Attio, and do you only build on Attio?

Attio is what I specialise in, and it's flexible enough to fit most investment and advisory firms beautifully. If it's genuinely the wrong fit for you, I'll say so at scoping rather than sell you something that won't work.

What happens once it's built?

You're not left with a system nobody owns. Most firms move into an ongoing partnership to keep it sharp as they grow - but there's no lock-in; it's yours to take and run.

Attio expert partner for investment and advisory firms

© Sideways CRM | Sideways Marketing Limited, UK registration 13945570

View terms and privacy notice

Attio expert partner for investment and advisory firms

© Sideways CRM | Sideways Marketing Limited, UK registration 13945570

View terms and privacy notice

Attio expert partner for investment and advisory firms

© Sideways CRM | Sideways Marketing Limited, UK registration 13945570

View terms and privacy notice